My Strategy

This feature allows you to review the current investment plan and make changes by choosing any available strategy depending on the investment goals and risk tolerance.

Feature Description

To change the current investment strategy for the selected portfolio, follow these steps:

1. On the Review Strategy screen, in My Strategy section, click Change Strategy.



Review Strategy

The Change Strategy screen appears, which briefs about the recommended strategy and the alternative strategies.


Select Strategy

2. Select any of the available strategy and click on the Select Strategy radio button.
3. Enable the confirmation check-box and click Confirm.



Changed Strategy

An acknowledgment as "New Strategy Successfully Applied" appears.


Changed Strategy Acknowledgment

You can either change the investment strategy or review the current strategy by clicking on the respective buttons.

Mobile Native Screens